📊 Performance Comparison: PMS vs Client Portfolio

This chart visualizes the cumulative performance of three portfolios from June 2014 to mid-2019:

• NTDOP (Red Line)

• Client's Portfolio (Blue Line)

• CNX Mid Cap Index (Green Line)

🔍 Key Observations:

• NTDOP delivered the highest cumulative return of 145% with a corresponding risk level of 32%.

• Client’s Portfolio followed closely with a 139% return, but achieved this with a significantly lower risk of just 16%, demonstrating efficient risk-adjusted performance.

• The CNX Mid Cap Index, a benchmark for mid-cap equities, returned 59% with a risk level of 28%, highlighting both lower returns and relatively high volatility.

📈 Risk vs Return Snapshot:

Portfolio	Return (%)	Risk (%)
CNX Mid Cap	59%	28%
Client Portfolio	139%	16%
NTDOP	145%	32%

🧠 Interpretation:

While NTDOP marginally outperformed the client portfolio in absolute return, it did so with double the risk. The client portfolio stands out as the most balanced investment, offering high returns with controlled risk.

This demonstrates the power of intelligent portfolio construction, where diversification, asset selection, and active monitoring result in better outcomes than simply tracking a benchmark or chasing high-risk strategies.